Herbst Insight – Fully integrated CRM and SRM

Herbst Insight is a fully integrated customer and supplier relationship management tool. It enables management to easily access relevant and up to date information, and provides the tools to effectively record and display the information in a meaningful and relevant way.

Herbst Insight CRM and SRM – Key Features

• Enter and track potential clients prospects (sales pipe line)
• Keep track of correspondence with traders and the individuals within the company.
• Organise and group existing traders, identify lapse purchasing of certain ranges.
• Organise traders by you own classification and assign account/sales managers.
• Send personalised bulk mail-merge letters via email, fax or post.
• Send group sms for quick promotions, price changes or area campaign.
• Easily spot other opportunities from the products ledger not just the sales ledger.
• Differentiate credit control correspondence from other correspondence.
• Share trader activity and historical correspondence in one easy to access location.
• Follow up schedule activities on a shared folder.